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State Street SPDR Portfolio Emerging Markets ETF

722 hedge funds and large institutions have $6.66B invested in State Street SPDR Portfolio Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 293 increasing their positions, 246 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 29

34% more funds holding in top 10

Funds holding in top 10: 3547 (+12)

19% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 246

16% more capital invested

Capital invested by funds: $5.77B → $6.66B (+$895M)

15% more funds holding

Funds holding: 626722 (+96)

1.96% more ownership

Funds ownership: 79.13%81.09% (+2%)

Holders
722
Holders Change
+96
Holders Change %
+15.34%
% of All Funds
10.53%
Holding in Top 10
47
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+34.29%
% of All Funds
0.69%
New
134
Increased
293
Reduced
246
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
526
Lincoln National Corp
Pennsylvania
$340K +$25.9K +761 +9%
FAM
527
Formidable Asset Management
Ohio
$339K -$123K -3,602 -27%
PTC
528
Private Trust Company
Ohio
$338K +$205K +6,025 +172%
RW
529
Rede Wealth
Virginia
$332K -$234K -6,892 -42%
BBHC
530
Brown Brothers Harriman & Co
New York
$329K
AP
531
Americana Partners
Texas
$329K +$316K +9,300 New
ACM
532
Absolute Capital Management
Pennsylvania
$328K +$83.6K +2,459 +36%
CA
533
Claro Advisors
Massachusetts
$327K +$56.3K +1,654 +22%
BFG
534
Beacon Financial Group
Texas
$320K +$308K +9,049 New
TA
535
TFG Advisers
Michigan
$317K +$3.71K +109 +1%
UAS
536
United Asset Strategies
New York
$315K -$80K -2,351 -21%
LA
537
Lifeworks Advisors
Michigan
$311K +$96K +2,823 +47%
LF
538
Lantz Financial
Illinois
$311K -$16.3K -478 -5%
NC
539
NovaPoint Capital
Georgia
$307K -$540K -15,864 -65%
SW
540
SkyOak Wealth
Michigan
$303K +$74.1K +2,179 +34%
LIA
541
LBMC Investment Advisors
Tennessee
$302K +$290K +8,523 New
HF
542
HRT Financial
New York
$300K +$289K +8,500 New
EGA
543
E&G Advisors
Texas
$298K -$48.2K -1,418 -14%
BNP Paribas Financial Markets
544
BNP Paribas Financial Markets
France
$297K +$286K +8,400 New
AUB
545
Atlantic Union Bankshares
Virginia
$296K -$22K -647 -7%
SCP
546
Stevens Capital Partners
Nebraska
$293K -$181K -5,326 -39%
WP
547
WealthPLAN Partners
Nebraska
$287K +$16.5K +484 +6%
FCM
548
Firestone Capital Management
Florida
$283K
ETIA
549
Epic Trust Investment Advisors
Washington
$283K +$272K +7,990 New
CCA
550
Clarity Capital Advisors
Florida
$280K +$269K +7,913 New

SPEM Hedge Fund Activity: Q4 2023 in Review

722 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2023, worth a combined $6.66B — up 16% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new SPEM positions and 29 closed out — a net gain of 105 holders — while 293 added to existing stakes and 246 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $92.1M. The largest seller was Moran Wealth Management, exiting entirely with an estimated $22.5M sold.

  • 722 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2023, up from 626 in Q3 2023.
  • Funds reported $6.66B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 134 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2023 and 29 closed out, a net change of +105 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2023 was Morgan Stanley, an estimated $92.1M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2023 was Moran Wealth Management, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2023.